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Mutual Funds / Mutual fund performance


NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | MUTUAL FUNDS
Investors Challenge Mutual Funds on Proxy Voting
Sustainable investment firms respond to update by Ceres by pressuring mutual funds on their proxy voting records relating to climate change. Second in a two-part series.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | MUTUAL FUNDS
Many Large Mutual Funds Continue Failure to Address Climate Change
Ceres updates its annual report on voting climate-related resolutions by mutual funds, noting that several PRI signatories failed to support a single resolution in 2016. First in a two-part series.

NEWS STORY: SUSTAINABLE INVESTMENT | SHAREOWNER ACTION | FINANCIAL INDUSTRY
Impact Measurement Can Drive Business Value
The Global Impact Investing Network surveys impact investors and learns that in addition to environmental and social benefits, measuring their investments can improve financial performance.

NEWS STORY: COMMUNITY INVESTMENT | FINANCIAL INDUSTRY | MUTUAL FUNDS
Community Capital Management a Top Fund Performer in 2015
The fund tracker Morningstar ranks the performance of the firm's fixed income investment product among the top one percent of 309 funds in the intermediate government category.

INTERVIEW: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
EarthFolio Launches First Robo-Advisor for Sustainable Investors
SocialFunds.com talks with Art Tabuenca, founder of Blue Marble Investments and EarthFolio, about the development of the first online investment platform specifically dedicated to sustainable investing.

NEWS STORY: SUSTAINABLE INVESTMENT | EMERGING MARKETS
Report Details Impact Investment Opportunities in East Africa
The Global Impact Investing Network and Open Capital Advisors publish a country by country analysis of impact investing activity in the region.

NEWS STORY: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
No Financial Sacrifice in Sustainable Investing
The Morgan Stanley Institute for Sustainable Investing analyzes thousands of sustainable mutual funds and separately managed accounts, and finds that most meet or exceed the performance of traditional investments.

NEWS STORY: SHAREOWNER ACTION | ENVIRONMENTAL ISSUES | FOSSIL FUEL INDUSTRY
Sustainable Investment Firms Offer Guide to Fossil Fuel Investing
Along with 350.org, Green Century Capital Management and Trillium Asset Management update a guide for investors who want to divest from fossil fuel companies and reallocate their assets to sustainability.

NEWS STORY: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
Sustainable Assets Up by 76% Since 2012
The biennial Trends Report by US SIF reveals that consideration of environmental, social, and corporate governance factors by money managers has contributed to sustainable assets in the US that now total $6.57 trillion.

NEWS STORY: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES
Third National Climate Assessment Published
In its new report, the US Global Change Research Program asserts that the effects of climate change have already become a present day concern, and announces the launch of a website to help Americans receive reliable scientific information.

NEWS BRIEF: SUSTAINABLE INVESTMENT | SHAREOWNER ACTION
News Briefs for March 26th
Trillium Asset Management withdraws shareowner proposal on political spending at Hess, and Calvert Investments wins Lipper Fund Award.

BOOK REVIEW: BOOK REVIEW | SUSTAINABLE INVESTMENT
Book Review: Green Investing: More Than Being Socially Responsible, by J. Patrick Costello
The author, a Certified Financial Planner, provides both financial justification for the practice of sustainable investment as well as a primer on investing for the typical investor.

NEWS STORY: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES | FINANCIAL INDUSTRY
Banks Announce Support for Green Bond Principles
Thirteen investment banks indicate their support for a measure designed to ensure transparency, disclosure, and integrity in the development of a more robust green bond market.

NEWS BRIEF: SUSTAINABLE INVESTMENT | STOCK INDEXES
New Stock Indexes Champion Sustainability
The United Nations Global Compact creates an index of 100 companies adhering to its principles, and STOXX launches two indexes using key performance indicators developed by Axel Hesse.

NEWS BRIEF: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | MUTUAL FUNDS
Alliance Trust Investments Measures Carbon Footprints of its Funds
The UK investment firm’s analysis reveals that three of its sustainable equity funds emit less than half the carbon dioxide of their benchmarks.

NEWS BRIEF: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
Sustainable Investment Firms Comment on Fed Plan to Ease Stimulus
The Appleseed Fund expresses some skepticism of the Federal Reserve's optimistic outlook, while Green Century Capital Management highlights the World Bank Green Bonds as part of a diversified portfolio.

NEWS BRIEF: COMMUNITY INVESTMENT | FINANCIAL INSTITUTIONS
More than $90 Million Invested in SJF Ventures Fund
SJF Ventures, a sustainable venture capital partnership, conducts the final closing of its SJF Ventures III fund with more than $90 million in equity investments in cleantech and technology-enhanced services.

NEWS STORY: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | FINANCIAL INDUSTRY
On Divestment and a Portfolio Free of Fossil Fuels
The debate over the investment implications of divestment continues, but the Green Century Balanced Fund has a carbon footprint less than half that of the S&P 500 without sacrificing financial returns.

NEWS STORY: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
What Is the Real Financial Impact of Sustainable Investment?
Cary Krosinsky of the Network for Sustainable Financial Markets produces a white paper that argues the actual amount of assets devoted to sustainable investment strategies is considerably lower than reported by the world's largest sustainable investment forums.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
Sustainable Investment Assets Continue Growth in Canada
The biennial report by the Social Investment Organization of Canada reveals that sustainable assets under management now represent 20% of the total.

NEWS BRIEF: SUSTAINABLE INVESTMENT | FINANCIAL INDUSTRY
European Sustainable Funds Hold Own in 2012
The twelfth annual study of Green Social and Ethical Funds in Europe by Vigeo Italia notes that consolidation of the industry has continued for a third year.

NEWS BRIEF: SUSTAINABLE INVESTMENT | STOCK MARKET INDEXES
Major Stock Market Indexes can Elevate ESG Risk for Investors
A study by GMI Ratings analyzes the environmental, social, and corporate governance performance of major stock market indexes, and finds that most perform poorly against the research firm's normative distribution.

NEWS STORY: SHAREOWNER ACTION | FINANCIAL INDUSTRY | MUTUAL FUNDS
FairPensions Calls on UK Ethical Funds to Adopt Positive Screening and Increase Corporate Engagement
A survey of nineteen UK-based ethical funds finds that most continue to rely on negative screening of sin stocks, and few have committed to shareowner engagement with corporations.

NEWS STORY: SUSTAINABLE INVESTMENT
US SIF Publishes Biennial Sustainable Investment Trends Report
The 2012 Trends Report notes a total of $3.74 trillion in assets allocated to sustainable investment, a 22% increase over a two-year period.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED INCOME | EXCHANGE-TRADED FUNDS
Community Capital Management Invests over $4 Million on Behalf of Sustainable ETF
The Florida-based fixed income investment manager, one of the portfolio managers for the AdvisorShares Global Echo exchange-traded fund, invests in projects that promote job creation and provide housing for low- and moderate-income residents.

NEWS BRIEF: SUSTAINABLE INVESTMENT | CORPORATE REPORTING
Sustainable Large Caps Outperform MSCI World Index
An analysis by oekom research finds that investment in corporations designated by it as Prime Portfolio Large Caps can yield returns more than double that of those listed on the MSCI World benchmark.

NEWS STORY: ENVIRONMENTAL ISSUES | RENEWABLE ENERGY TECHNOLOGIES
2011 Sees Record Installations for Wind and Solar
Clean Edge's 2012 trends report forecasts that the expansion of renewable technologies, which successfully weathered the economic downturn, will continue through 2021.

INTERVIEW: SHAREOWNER ACTION | CORPORATE GOVERNANCE | CORPORATE REPORTING
Zevin Asset Management Grows into a Corporate Engagement Powerhouse
The Boston-based investment manager, with $335 million in assets under management, has co-filed 14 shareowner resolutions for the 2012 proxy season.

NEWS STORY: SUSTAINABLE INVESTMENT | CORPORATE REPORTING | INSTITUTIONAL INVESTORS
Generation Investment Management Calls for Sustainable Capitalism by 2020
The firm expands upon a manifesto written by co-founders Al Gore and David Blood and calls for mandatory integrated reporting and the pricing of externalities, an end to quarterly earnings guidance, and loyalty-drive securities for long-term investors.

INTERVIEW: SUSTAINABLE INVESTMENT
Interview: Cary Krosinsky, Editor of Evolutions in Sustainable Investment
SocialFunds.com talks with Krosinsky about the challenges to as well as the inevitability of a mainstream uptake of sustainable investing strategies.

NEWS BRIEF: SUSTAINABLE INVESTMENT | CORPORATE REPORTING
Corporate Knights Publishes Eighth Annual Ranking of Sustainable Companies
Danish pharmaceutical firm Novo Nordisk tops the 2012 Global 100 and the United Kingdom leads countries with 16 companies on list.

NEWS BRIEF: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | INSTITUTIONAL INVESTORS
Investors Advised to Increase Climate-Sensitive Allocations and Engage with Companies and Policymakers on Climate Change
Mercer follows up groundbreaking 2011 study of the economic costs of climate change with a survey of the climate change-related investment strategies of institutional investors.

NEWS BRIEF: CORPORATE GOVERNANCE | BOARD DIVERSITY | MUTUAL FUNDS
Pax World Appoints New Portfolio Manager for Global Women's Equality Fund
Ivka Kalus-Bystricky will lead Pax World's Global Women's Equality Fund, which invests primarily in large-cap companies that promote gender equality and women's advancement.

NEWS STORY: COMMUNITY INVESTMENT | IMPACT INVESTORS
New Report Surveys Current State of Impact Investing
The Global Impact Investing Network finds that impact investors often provide debt investments to microfinance institutions in emerging markets, but provides little to distinguish the practice from sustainable investing.

NEWS STORY: ENVIRONMENTAL ISSUES | COMMUNITY INVESTMENT | ENERGY EFFICIENCY
Green Retrofits Outpace New Construction for First Time
The US Green Building Council says that LEED-certified square footage of existing buildings now exceeds that of new construction.

INTERVIEW: ENVIRONMENTAL ISSUES | CORPORATE REPORTING
Why the Newsweek Green Rankings are Important
SocialFunds.com talks with Cary Krosinsky of Trucost about the methodology and the significance of the findings of this year's results.

NEWS BRIEF: ENVIRONMENTAL ISSUES | CORPORATE REPORTING
Munich Re and IBM Lead Companies in Newsweek's 2011 Green Rankings
IBM moves up from third place finish last year to first in US, and HP ranks second for second year in row; Dell drops from first to fifth, and Munich Re tops list of global companies.

NEWS BRIEF: SUSTAINABLE INVESTMENT | EDUCATIONAL INSTITUTIONS
Billion Dollar Green Challenge to Universities: $1 Billion in Green Energy Investments
32 universities already commit $65 million to self-managed green revolving funds.

NEWS STORY: SHAREOWNER ACTION | CORPORATE GOVERNANCE
News Corp, Nine Other Firms Singled out for Poor Governance
GMI Risk List highlights ten companies with poor governance issues and other ESG-related concerns.

NEWS STORY: SUSTAINABLE INVESTMENT | CORPORATE REPORTING
SRI in the Rockies: Moskowitz Prize Winner Presents Paper
Co-author Sadok El Ghoul explains how corporate social responsibility lowers cost of equity.

NEWS BRIEF: CORPORATE REPORTING | EMERGING MARKETS
Asian Companies Show Improvement in ESG Reporting
As sustainable investors increasingly turn their attention to emerging markets, EIRIS finds that environmental, social, and governance (ESG) performance by Asian companies needs improvement.

NEWS BRIEF: SUSTAINABLE INVESTMENT | CORPORATE GOVERNANCE
Winner of 2011 Moskowitz Prize for Socially Responsible Investing is Announced
The winning paper, announced tonight at SRI in the Rockies, finds that cost of equity capital is lowered for companies with good corporate social responsibility practices.

NEWS BRIEF: COMMUNITY INVESTMENT | INSTITUTIONAL INVESTORS
CalPERS to Quadruple Investment in California Infrastructure
Pension fund earmarks $800 million for investments of at least $150 million in infrastructure projects that support essential community services.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED INCOME ASSETS
Sustainable Initiatives Supported by Fixed Income Investing
A white paper from Community Capital Management describes five categories of fixed income investments that can support environmental and social goals while providing competitive returns.

NEWS BRIEF: ENVIRONMENTAL ISSUES | REAL ESTATE INDUSTRY | INSTITUTIONAL INVESTORS
Real Estate Industry Demonstrates Benefits of Energy Efficiency
The findings of a report by the Global Real Estate Sustainability Benchmark Foundation suggest that real estate funds and companies have improved their environmental performance since 2009.

NEWS BRIEF: ENVIRONMENTAL ISSUES | FINANCIAL INDUSTRIES
Trucost Environmental Data to Reach More Investors
The environmental research provider partners with FactSet to add environmental risk management to the financial research company's offerings to clients.

NEWS BRIEF: SUSTAINABLE INVESTMENT
New Research Supports Outperformance of ESG Portfolios
A white paper by RCM studies data compiled by MSCI ESG Research and finds that a portfolio comprised of best-in-class companies outperforms benchmark over five years.

NEWS BRIEF: SUSTAINABLE INVESTMENT | INSTITUTIONAL INVESTORS
Investors to Obama and Congress: Raise the Debt Ceiling
A group of asset managers and owners warn that inaction could lead to a downgrading of US debt and threaten the savings of pension plan beneficiaries.

NEWS STORY: ENVIRONMENTAL ISSUES | CARBON MANAGEMENT | INSTITUTIONAL INVESTORS
Is the Carbon Bubble About to Burst?
The Carbon Tracker Initiative finds that if global warming is to be contained, 80% of fossil fuels must remain unburned, leaving asset owners with holdings in the fossil fuels industries at risk.

NEWS BRIEF: SUSTAINABLE INVESTMENT | ENVIRONMENTAL ISSUES | RENEWABLE ENERGY
Investment in Renewable Energy Up in 2010
The annual survey by the UN Environment Program of investment in renewable energy technologies finds a 32% increase in 2010, to $210 billion.

NEWS STORY: SUSTAINABLE INVESTMENT | MUTUAL FUNDS
Tracking Error, Benchmarks, and Sustainable Investment Performance
SocialFunds.com talks with George Gay of First Affirmative Financial Network about the performance of sustainable and responsible investment portfolios.

NEWS STORY: CORPORATE REPORTING | CARBON MANAGEMENT
Don't Believe in Climate Change? Then Adapt for Competitive Reasons.
SocialFunds.com talks with Hunter Lovins, author of Climate Capitalism and President of Natural Capitalism Solutions, about the business opportunities presented by adaptation to climate change.

NEWS BRIEF: SUSTAINABLE INVESTMENT | STOCK INDEXES
Report Describes Ten Years of the FTSE4Good Index Series
The groundbreaking index series, launched by FTSE and EIRIS in 2001, has led to improved ESG performance of companies through evolving standards and corporate engagement.

NEWS STORY: SUSTAINABLE INVESTMENT | EMERGING MARKETS
Report Studies Impact Investing in Emerging Markets
Responsible Research finds that while challenges to effective measurement of social and financial benefits persist, the opportunities for impact investors in emerging markets are likely to grow.

NEWS BRIEF: COMMUNITY INVESTMENT | FIXED INCOME FUNDS
Community Investing Fixed-Income Fund Reaches $1 Billion in Assets under Management
Community Capital Management's Community Reinvestment Act (CRA) Qualified Investment Fund has invested over $3 billion in community development activities.

NEWS STORY: PERSONAL FINANCE,SCREENING
EarthFolio Screens the Big SRI Picture
New investment site offers fully managed SRI portfolios for every type of investor, from timid to tenacious.

NEWS STORY: PERSONAL FINANCE
Whistling Past the Graveyard—Socially Responsible Investing and the Financial Crisis
SRI thought leaders analyze the potential impacts of the widespread economic downturn caused by the subprime meltdown and deflating dollar.

NEWS STORY:
The Subprime Meltdown and SRI: Engage, Avoid, Predict
Shareowner activists engaged banks on predatory lending long before the subprime crisis climaxed, and SRI research predicted the meltdown in time to avoid some impacts.

NEWS STORY:
Seeing Retirement Investment Through Green-colored Glasses
A new report shows that Americans have more SRI retirement choices than ever before, but it remains to be seen if people chose to put their savings in socially and environmentally screened funds.

NEWS STORY:
Canadian SRI Assets Leap to More Than $500 Billion Canadian
A new survey from the Social Investment Organization shows Canadian SRI assets ballooning thanks to increased institutional interest and new methodology.

NEWS STORY:
Carrying the Shield for Responsible Investing in Canada
Corporate Knights magazine names top Canadian SRI mutual funds and releases survey that finds SRI funds mirror market performance.

NEWS STORY:
Winslow Conservation Index Outperforms the S&P 500 and Russell 2000
Winslow Management Company back-tested five-year performance of 15 companies focused on conservation, an oft-overlooked component of the alternative energy equation.

NEWS STORY:
Alternative Energy Revolution Fueled by New Fund Launches Despite Sector Downturn
The launch of the Guinness Atkinson Alternative Energy Fund testifies to optimism about the sub-sector echoed by the launch of the first renewable energy hedge fund by Ardsley Partners.

NEWS STORY:
Trillium Takes the Reins from Winslow in Managing the Green Century Balanced Fund
The transition in portfolio managers has shifted the fund back to its roots as a core portfolio holding by reducing risk and diversifying holdings across the multi-cap space.

NEWS STORY:
Parnassus Small Cap Fund Identifies Unique Sustainability Characteristics to Outperform Russell 2000
While the introduction of the Parnassus Workplace Fund a year ago piqued interest, the Parnassus Small Cap Fund unveiled at the same time is turning heads with strong financial performance.

NEWS STORY:
Does Trucost Measurement of Corporate Carbon Footprints Reduce Environmental Impacts?
Trucost ranks the carbon intensity in UK portfolios, arguing for overweighting companies with lower carbon footprints to reduce ecological impact while maintaining performance.

NEWS STORY:
Canadian SRI Funds Perform On Par with Mainstream Funds
A survey of Canadian socially responsible investing funds finds a broad range of rigorousness in assessing corporate social and environmental sustainability.

NEWS STORY:
Winslow and Jupiter Launch Global Green Fund Using Only Positive Environmental Criteria
The Jupiter Green Investment Trust pioneers cross-continent collaboration and evolution from negative screening to positive sustainability criteria.

NEWS STORY:
Student-Managed Socially Responsible Investing Fund Outperforms the Market
The faculty advisor to the Arnone-Lerer SRI Fund at Villanova University attributes a quarter of the outperformance to environmental, social, and governance factors.

NEWS STORY:
Amana Funds Continue Strong Performance
The Amana Funds' Islamic principles coincide with sound investment strategies that have helped fuel strong financial performance over the past three years.

NEWS STORY:
A Serendipitous Match: Davis Advisors Takes Over MMA Praxis Core Stock Fund
The portfolio holding of Wal-Mart exemplifies (oddly enough) how both Davis Advisors and MMA Praxis emphasize the importance of stewardship and shareowner empowerment.

NEWS STORY:
In the Year of the Oil Boom, Some SRI Funds Look Elsewhere for Strong Performance in 2005
The top-performing socially responsible investing funds compared to their category peers (SRI and non-SRI alike) drew strong performance from pharma, tech, and financials.

NEWS STORY:
Solar Energy Helps Fuel Socially Responsible Investing
Managers from Winslow Green Growth Fund, New Alternatives Fund, and Portfolio 21 discuss the opportunities and challenges of investing in solar power.

NEWS STORY:
Calvert World Values Fund Tackles Challenges of International Socially Responsible Investing
The fund delivers double-digit three-year returns for shareholders while screening for corporate environmental, social, and governance performance in international and emerging markets.

NEWS STORY:
Counting Stars: Top Morningstar Ratings Bespeak Strong Performance for SRI Funds
Of the 60-odd broadly-screened socially responsible investing funds tracked by SocialFunds.com, three earn 5-star ratings and 12 earn 4-star ratings from Morningstar.

NEWS STORY:
Rising Oil Prices Fuel Investment Returns in Renewable Energy for New Alternatives Fund
The first environmental mutual fund is also globalizing its reach to capitalize on innovative developments in alternative energies in other countries.

NEWS STORY:
SRI Utilities Fund Flicks Switch to Power Strong Returns
The Flex-funds Total Return Utilities Fund uses environmental and social screening in addition to fundamental analysis to identify sustainable utilities.

NEWS STORY:
A Next Generation SRI Strategy: The Henderson Industries of the Future Fund
By extending to its entire portfolio a focus on ten sustainability industries, Henderson has conceived of a novel approach to socially responsible investing.

NEWS STORY:
Winslow Green Growth Fund: On the Rise Again
Following up on its stellar 2003 performance, the environmentally-focused fund is again significantly outperforming its peers and benchmark.

NEWS STORY:
Women's Equity Mutual Fund Supports Businesswomen Through Screening and Now Microfinance
Subadvisor Walden Asset Management provides research on how companies treat women, and Blue Orchard Finance provides a new securitized product supporting microfinance institutions.

NEWS STORY:
Catching a Rising Knife: Sophia Collier Manages the Citizens Value Fund
Whereas former portfolio manager Shelly Meyers tried to catch falling knives, Ms. Collier shifted to a more conservative strategy that has generated much better returns.

NEWS STORY:
Ethical Funds Hires Manning & Napier to Manage Its North American Equity Fund
Former portfolio manager Alliance Capital Management got the boot due to poor performance and a lack of diverse strategies to navigate market cycles.

NEWS STORY:
MMA Praxis International Fund Buoyed by Strong Performance in Global Markets
Growth is concentrated in sectors and companies that are excluded by social and environmental screens.

NEWS STORY:
2004 Socially Responsible Investment Fund Performance
Of the broadly-screened SRI mutual fund tracked by SocialFunds.com, two earned over 20 percent returns, and six others joined them in outperforming more than 80 percent of their SRI and non-SRI peer funds.

NEWS STORY:
Moskowitz Prize Study Removes Doubt Over Link Between Strong Corporate Social and Financial Performance
The study analyzes over 50 published studies on corporate social performance and corporate financial performance, and finds an unambiguous positive relationship.

NEWS STORY:
Dow Jones Sustainability Indexes Add General Electric and Drop Electrolux
The annual change in the DJSI is based on recent assessment of corporate economic, environmental and social performance.

NEWS STORY:
CRAFund Goes Retail
Formerly available only to institutional investors, the Community Reinvestment Act Qualified Investment Fund is now available to individuals through Charles Schwab.

NEWS STORY:
Two Socially Responsible Investing Funds Generate Double-Digit Year-to-Date Returns
The Ariel Fund and the Pax World Growth Fund perform well in the first half of this year.

NEWS STORY:
Socially Responsible Index Funds: Passive Management Means Less Expense
SRI index funds offer competitive performance with lower expense compared to actively managed SRI funds.

NEWS STORY:
CRA Fund Helps Transform Environmental Liabilities Into Social Assets
The CRA Fund supports environmental remediation of brownfield sites, helping transform them into socially beneficial projects.

NEWS STORY:
French SRI Assets and Funds Grow in 2003
Novethic documents growth in the number of socially responsible investing funds available in France, as well as the amount of SRI assets under management.

NEWS STORY:
Gazing in the Crystal Ball: 2004 Preview of Socially Responsible Investing Performance
An overview of the trends that may affect SRI performance in the year ahead, among other issues to mull over when considering socially responsible investment.

NEWS STORY:
SRI Domestic Equity Funds Edged Out By Their Non-SRI Counterparts in 2003
Socially responsible investment domestic equity mutual funds slightly lagged their non-SRI counterparts, while the Calvert Social Index outpaced the S&P 500 for the year.

NEWS STORY:
Top Five Social Investing News Stories of 2003
The major social investing news stories of the year include SEC reforms, stock exchanges mandating social, environmental, and corporate governance practices, and climate risk assessment defined as a fiduciary duty.

NEWS STORY:
Australian SRI Funds Outperform Their Benchmark Over the Short- and Long-Term
A new AMP Henderson report finds Australian socially responsible investing outperforms the S&P/ASX 200 over one-, two-, three-, and five-year periods.

NEWS STORY:
Social Investment Forum’s Trends Report Tracks Rises and Falls in SRI
Assets in screened portfolios grew since 2001, while overall assets in socially responsible investments fell during the same time period, according to SIF’s 2003 Trends Report.

NEWS STORY:
Moskowitz Prize-Winning Study Correlates Lower Corruption With Higher Shareowner Value
The Social Investment Forum awards its annual Moskowitz Prize to a study that correlates lower political corruption with higher corporate value in international markets.

NEWS STORY:
Vanguard Fund Generates Strong Returns by Replicating the Calvert Social Index
The Vanguard Calvert Social Index Fund outperformed more than four-fifths of its peers in the overall US mutual fund universe with similar investment styles over the past year.

NEWS STORY:
SRI Money Market Accounts Earn Competitive Financial Returns
In addition to offering social and environmental returns, socially responsible investing money market accounts generate competitive financial returns compared to their non-SRI counterparts.

NEWS STORY:
Ave Maria Funds Promote Catholic Values Through Morally Responsible Investing
Ave Maria Mutual Funds, which screen abortion, pornography, non-marital partner benefits, and Planned Parenthood contributors, represent another side of SRI.

NEWS STORY:
Critics Find Study of SRI Underperformance Fundamentally Flawed
A recent Wharton School study that finds underperformance by socially responsible investment mutual funds is based on an unsound research design, according to critics.

NEWS STORY:
A High Flyer and a Smooth Sailer Top SRI Equity Funds
Two socially responsible investment equity funds place in the first and second percentiles of their peer funds over a five-year period.

NEWS STORY:
Two Environmental SRI Funds Generate Attractive Returns
In the midst of a stagnant economy, two SRI funds that invest in environmental best performers have generated year-to-date returns in the 20- to 35-percent range.

NEWS STORY:
The Benefits and Obstacles of Switching to Socially Responsible Investing
One investor's story of the process of shifting mainstream investments into socially responsible investment mutual funds (part one of a two-part article).

NEWS STORY:
Simulated Institutional SRI Portfolios Continue to Outperform Benchmarks
Institutional investors take note: four out of five mock portfolios in the Triple Bottom Line Simulation performed better than their benchmarks over the last three quarters

NEWS STORY:
Healthy Living Sector Produces Healthy Returns
Two SRI funds find common ground in their success from investing in the healthy living sector.

NEWS STORY:
When Lightning Strikes: Portfolio 21 Applies The Natural Step's Sustainability Theories
Portfolio 21 applies environmental screens based on the principles of the Natural Step, which promotes sustainability.

NEWS STORY:
Tobacco-Free Investments Avoid an Industry of Smoke and Mirrors
As court cases related to deception by the tobacco industry mount, individual and institutional investors have options for avoiding exposure to tobacco stocks.

NEWS STORY:
Three-Year Mutual Fund Performance Bodes Well for SRI Mutual Fund Firms
Huge net inflows at several SRI mutual fund firms result in overall net inflow for all SRI mutual funds.

NEWS STORY:
Top Five Social Investing News Stories of 2002
The major social investing news stories of the year include significant corporate governance reforms and the success of community investment.

NEWS STORY:
Presbyterian Funds Honor Their History in SRI by Performing Well in the Present
New Covenant Funds, which trace its SRI roots back well beyond its 1999 inception date, offers several mutual funds that have been performing better than their peers.

NEWS STORY:
SRI Mutual Funds Go Low-Tech
SRI mutual funds that invest in large-capitalization companies weather the bear market by avoiding sagging technology holdings.

NEWS STORY:
SRI Index Fund Uses Overweighting and Underweighting to Fully Replicate S&P 500
Instead of screening companies in or out of the Total Social Impact Fund, this enhanced index fund concentrates its holdings in positive social and environmental performers.

NEWS STORY:
Screening the Gambling Sector from High Yield Investments Can Be Tricky
Screening out gaming sector investments from high yield portfolios presents challenges, including identifying private gaming companies and controlling tracking errors.

NEWS STORY:
Innovative Community Investment Fund Attracts Institutional Investors
The CRA Qualified Investment Fund, originally established to help banks fulfill a federal mandate for community investment, now appeals to a broader range of institutional investors.

NEWS STORY:
SRI Income Funds Yield Competitive Dividends
Often overlooked, SRI income funds allow social investors to diversify their portfolios.

NEWS STORY:
Investors Continue to Put Money into SRI Mutual Funds
While U.S. diversified mutual funds are experiencing significant net outflows in response to the corporate scandals, SRI mutual funds are experiencing net inflows.

NEWS STORY:
Conference to Consider the Business Case for SRI
Institutional investors will discuss SRI at the Green Mountain SRI Summit, to be held in Stowe, Vermont in September.

NEWS STORY:
SRI Mutual Funds Will Endure the Crisis in Confidence
Socially responsible mutual funds are different from other mutual funds, and those differences help SRI mutual funds achieve competitive returns over the long term.

NEWS STORY:
SRI Simulations Beat Benchmarks
The Triple Bottom Line Simulation demonstrates to institutional investors how socially responsible investing generates positive financial, social, and environmental returns.

NEWS STORY:
Two Large-Cap Funds Outperform the S&P 500
The Calvert Social Equity Fund and the Neuberger Berman Socially Responsive Fund are outperforming their benchmark over the short and mid term.

NEWS STORY:
Two More Social Mutual Funds Top the Billion-Dollar Mark in Assets
The Ariel Fund and the Ariel Appreciation Fund reap the rewards of consistent performance.

NEWS STORY:
Two Balanced Social Funds Outperform Over the Longer Term
The Pax World Balanced Fund and The Green Century Balanced Fund beat over 90 percent of their peers over a five-year period.

NEWS STORY:
Social Index Funds Mirror Their Benchmarks
Social index funds had a difficult year as benchmarks fell.

NEWS STORY:
Institutional Investors Try Their Hand at Socially Responsible Investing
The Triple Bottom Line Simulation tracks hypothetical investments to demonstrate socially responsible investment performance.

NEWS STORY:
Two Equity Funds Illustrate Diverse Definitions of Success in This Unstable Market
The Women's Equity Mutual Fund and the Parnassus Equity Income Fund both performed well over the past year, though each attributes success to different factors.

NEWS STORY:
Two International Social Funds Weather Turbulent 2001
International mutual funds lost money last year, but two socially responsible international funds held their ground within the broader world equity fund market.

NEWS STORY:
Top Five Social Investing News Stories of 2001
Among the major social investing news stories of the year, social mutual funds continued to bust poor performance myths, and governments and shareowners pushed companies on sustainability and corporate social responsibility issues.

NEWS STORY:
Value Funds Enhance Their Value
Valuation-oriented social funds perform well amidst mixed financial markets after the exuberance of the last two years.

NEWS STORY:
SIF Reports on Socially Responsible Investment Growth in the U.S.
In its biennial report, the Social Investment Forum documents modest gains in socially responsible investments.

NEWS STORY:
Bond Funds Thrive in the Bear Market
The Calvert Social Bond fund and the Aquinas Fixed Income fund perform well both in the short and long term, stabilizing portfolios in this unstable market.

NEWS STORY:
Some Funds Take More of the Rise Than the Fall
Three socially responsible equity funds deliver peer-beating performance over a three-year period.

NEWS STORY:
Large- and Medium-cap Social Mutual Funds Are Beating Their Peers
One large-cap and two medium-cap socially responsible funds are near the head of the pack when compared to similar funds for one-year performance.

NEWS STORY:
Top Tenners - Social Mutual Funds that Sing
Four social mutual funds are in the top ten percent for financial performance for a one-year period when compared to similar funds.

NEWS STORY:
Winslow Launches New Green Mutual Fund
The Winslow Green Growth Fund will seek small- and mid-cap companies with superior environmental performance.

NEWS STORY:
Socially Responsive Fund Beats its Peers in First Quarter
Neuberger Berman's sole social offering does better than most in a down market.

NEWS STORY:
Looking at the Longer Term in a Volatile Market
Three social funds shine in their performance over the last three and five years.

NEWS STORY:
The Ariel Fund Finds Value in a Down Market
Success of small- and mid-cap fund comes from identifying high-quality, undervalued companies.

NEWS STORY:
Major Canadian Retailers Receive Resolutions on Sweatshops
Shareholders ask for verifiable commitment to better working conditions for supplier and subcontractor employees.

NEWS STORY:
Friends Ivory & Sime Spans the Atlantic with Two New Funds
The London-based firm announces a fund invested in the U.S. and one in Europe, both for the U.S. market.

NEWS STORY:
Social Index Funds Show the Way
Almost nine years from its launch, Domini Social Equity Fund still leads the pack in terms of performance and raising investor awareness.

NEWS STORY:
Business Ethics Announces Six Social Investment Award Winners
Mutual funds and community investment firms gain high honors for both performance and social activism.

NEWS STORY:
SIF Reports on Mutual Fund Performance in 1999
The Social Investment Forum finds strong performance among social investment funds last year, adding credibility to the notion that you can do well while doing good.

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